How do I get a life plan in place?

How do I get a life plan in place? Don’t leave financial planning to the last minute.

Ever wondered if you really need a financial adviser, and what benefit they bring? Not only do our advisers have years of experience, but our stringent six-step advice process ensures our offering meets the highest financial planning standards. AFH advisers can assist you with inheritance tax planning, protecting your business, buying your home and more to help get you started on your journey to a more secure future.

As an AFH client, you benefit from:

  • A dedicated financial adviser who will be your point of contact for any queries

  • Whole-of-market access to help create a tailored plan to meet your needs

  • In-house teams providing holistic expertise to assist in all areas of financial planning

Get started today by downloading your financial planning guide packed with useful planning points and insight into how we look after you at AFH. 

The guide covers:

  • How the financial planning process works

  • The AFH customer journey

  • How a financial adviser can help you

  • Do-it-yourself financial planning